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Cola Wealth Advisors Show Appreciation To Long-Time Clients In Lake Murray, SC

We recently visited long-time clients Michael and Vicky Montgomery at their home on beautiful Lake Murray. Prior to the Covid Pandemic in 2020, we had the opportunity to show appreciation to our clients at the Annual Christmas Party hosted at the State Museum. Since then, however, holding such an event has been impossible. In place of that, our team has taken time out of each weekend to pay clients individual visits, arms laden with gifts, to thank them for their business and learn about them and their lives.

Client Centered